New Vernon Investment Management’s Microsoft MSFT Stock Holding History

New Vernon Investment Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.5M	Hold	4,042	–	–	1.59%	21
2025 Q4	$1.95M	Hold	4,042	–	–	1.9%	18
2025 Q3	$2.09M	Hold	4,042	–	–	1.95%	20
2025 Q2	$2.01M	Hold	4,042	–	–	2.34%	16
2025 Q1	$1.52M	Sell	4,042 -4,508	-53%	-$1.84M	2.03%	20
2024 Q4	$1.07M	Buy	8,550 +4,508	+112%	+$1.92M	1.42%	23
2024 Q3	$1.74M	Hold	4,042	–	–	1.87%	18
2024 Q2	$1.81M	Hold	4,042	–	–	2.35%	16
2024 Q1	$1.7M	Hold	4,042	–	–	1.44%	16
2023 Q4	$1.52M	Hold	4,042	–	–	1.75%	16
2023 Q3	$1.28M	Hold	4,042	–	–	1.95%	14
2023 Q2	$1.38M	Hold	4,042	–	–	2.23%	12
2023 Q1	$1.17M	Hold	4,042	–	–	2.4%	11
2022 Q4	$969K	Hold	4,042	–	–	1.49%	15
2022 Q3	$941K	Hold	4,042	–	–	1.92%	13
2022 Q2	$1.04M	Hold	4,042	–	–	1.79%	14
2022 Q1	$1.25M	Hold	4,042	–	–	1.74%	13
2021 Q4	$1.36M	Hold	4,042	–	–	2.18%	11
2021 Q3	$1.14M	Hold	4,042	–	–	1.93%	12
2021 Q2	$1.09M	Hold	4,042	–	–	1.84%	14
2021 Q1	$953K	Hold	4,042	–	–	1.58%	16
2020 Q4	$899K	Hold	4,042	–	–	1.71%	17
2020 Q3	$850K	Hold	4,042	–	–	1.92%	16
2020 Q2	$823K	Hold	4,042	–	–	2.07%	15
2020 Q1	$637K	Hold	4,042	–	–	1.66%	18
2019 Q4	$637K	Hold	4,042	–	–	1.35%	17
2019 Q3	$562K	Hold	4,042	–	–	1.18%	18
2019 Q2	$541K	Hold	4,042	–	–	1.07%	19
2019 Q1	$477K	Hold	4,042	–	–	1.14%	19
2018 Q4	$411K	Sell	4,042 -10,500	-72%	-$1.12M	1.19%	29
2018 Q3	$1.66M	Buy	14,542 +6,300	+76%	+$683K	1.97%	23
2018 Q2	$813K	Hold	8,242	–	–	0.93%	25
2018 Q1	$752K	Hold	8,242	–	–	0.9%	27
2017 Q4	$705K	Hold	8,242	–	–	0.73%	28
2017 Q3	$614K	Hold	8,242	–	–	0.68%	32
2017 Q2	$568K	Hold	8,242	–	–	0.72%	33
2017 Q1	$543K	Sell	8,242 -2,601	-24%	-$167K	0.71%	33
2016 Q4	$674K	Hold	10,843	–	–	0.94%	29
2016 Q3	$625K	Sell	10,843 -11,017	-50%	-$622K	0.66%	36
2016 Q2	$1.12M	Sell	21,860 -3,244	-13%	-$169K	0.98%	38
2016 Q1	$1.39M	Sell	25,104 -9,762	-28%	-$512K	1.18%	30
2015 Q4	$1.93M	Hold	34,866	–	–	1.47%	29
2015 Q3	$1.54M	Hold	34,866	–	–	1.22%	29
2015 Q2	$1.54M	Sell	34,866 -3,285	-9%	-$150K	1.05%	35
2015 Q1	$1.55M	Hold	38,151	–	–	1.06%	42
2014 Q4	$1.77M	Buy	+38,151	New	+$1.79M	1.2%	37

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New Vernon Investment Management's MSFT Position: Q1 2026 in Review

New Vernon Investment Management held its Microsoft (MSFT) position steady in Q1 2026 at 4,042 shares worth $1.5M. The position accounts for 1.59% of the portfolio, ranked #21.

New Vernon Investment Management first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.09M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

New Vernon Investment Management held 4,042 shares of Microsoft worth $1.5M as of Q1 2026.
New Vernon Investment Management left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 1.59% of New Vernon Investment Management's portfolio in Q1 2026, its #21 holding.
New Vernon Investment Management first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
New Vernon Investment Management's Microsoft position peaked at $2.09M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.